Another Swiss Knife for D365 (CRM) – Levelup-for-Dynamics-CRM

August 29, 2017

When we develop, debug or administer Dynamics 365 (CRM) solutions , a handy tool that we all come across is the “XRMToolBox” . It offers many tools that can make our consulting life very easy . I recently came across another fantastic tool that we can use in our day to day CRM work. With this article I am going to give an introduction to it , look at how we can get it up and running.

Displays information about current record like Created By, Created On, Modified By, Modified on, Permissions and Owner.

Changed Fields

Highlights fields in the form that have been changed, but not saved yet.

Record URL

Displays the current record URL in a dialog. The URL can be copied from the dialog and dismissed.

Record Id

Displays the current record Id in a dialog. The Id can be copied from the dialog and dismissed.

Refresh All subgrids

Refreshes all the subgrids on the current form. It does not refresh the associated views.

Minimum values

This is intended for use on a new record. It fills out minimum values for all required fields. Only the following field types are filled out automatically: Memo, String, Boolean, DateTime, Decimal, Double, Integer, Money and OptionSet.

Show Optionset values

Updates all the OptionSet fields on the current form to show text as well the the value of the OptionSet.

Clone Record

Use the record parameters functionality and display a new popup which is a clone of the current record. This clone does not include the child records.

Refresh + Autosave off

Refreshes the current form without saving it. It also turns off the auto-save after refresh.

Toggle Tabs

Collapses or expands the tabs in the form.

Workflows & Business Rules

Displays any workflows and business rules for the current entity.

Copy Lookup

Copies the lookup field selected on the form

Paste Lookup

Paste the copied lookup field

Lookup in new window

Opens the selected lookup in a new window/tab

Customize

Opens the entity in the default solution. Do not use this solution to add new fields, unless you have changed the default publisher prefix, which is "new_"

All Fields

Displays values for all fields not in the current form

Open record By Id

Displays a dialog to get the entity schemaname and record id. Once this is given, it opens a new popup to show the record.

New record

Displays a dialog to get the entity schemaname. Once this is given, it opens a new popup to create a new record.

Open list

Displays a dialog to get the entity schemaname. Once this is given, it opens a new popup to show the entity list.

Displays the performance center page. Primarily used to assess slow form performance. Can be used in conjunction with DevTools. Refer http://blog.cobalt.net/blog/understanding-the-microsoft-dynamics-crm-performance-center

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About This Blog

I am a Dynamics CRM Consultant based in Melbourne. I started my CRM journey with Dynamics CRM 3.0 and have worked in various CRM implementation across many industries. I have dedicated this blog to write about all D365 related tips and tricks I come across in my consulting career. If you there is any D365 related query , I will be more than happy to help and I can be contact via the above details.

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